Areas of Practice
Academic and Professional Credentials
MBA, CFP®, CPA/PFS/CFF
About my Practice
I am a CPA and CFP with significant Collaborative Divorce experience. My specialties include budgeting, cash flow and lifestyle analysis, tax planning, and business valuation.
Bryan graduated from Hofstra University with Bachelor’s degrees in both Finance and Computer Information Systems. He earned his MBA with a concentration in accounting from Monmouth University and a Certificate in Financial Planning from New York University.
He holds the following credentials:
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
AICPA Personal Financial Specialist (PFS)
AICPA Certified in Financial Forensics (CFF)
FINRA Securities Registrations Series 7, 63, 65
Life & Health and Property & Casualty Insurance Licenses
Bryan is a former contributor at Kiplinger.com and is a frequent guest speaker on topics ranging from Tax and Estate Planning to Business Valuation. He is an active member of both the New York and New Jersey Society of CPAs and serves as the Treasurer for the Commack Schools PTA. He is also a pro-bono CPA for The Safe Center of Nassau County.
Collaborative Divorce Divorce Mediation
MBA, CFP®, CPA/CFF/PFS
Office LocationsLocation 1 ) 1120 Avenue of the Americas 4th Floor New York NY 10036 United States
Location 2 ) 2152 Grand Avenue Baldwin NY 11510